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Report: Digital and Mobile Solutions for Financial Advisors 2015

Fending off the robos: New technologies reinventing the client/advisor relationship

Wealth managers’ traditional model of providing financial advice is under attack by computers with increasingly cognitive abilities, taking over tasks ranging from risk assessment and portfolio allocation to financial planning and tax optimization. But wealth managers can fend off these threats by applying the right technology themselves, and they can even gain a competitive advantage through the effective combination of digital and mobile tools with human advice. These are the main findings of the new MyPrivateBanking report “Digital and Mobile Solutions for Financial Advisors 2015”, which analyzes the future trends and digital solutions for financial advisors offered by 15 vendors in the fields of mobile apps, visual communication, and analytical and social media solutions.


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